ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,384 | -3.7% | 9,728 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $2,476 | +8.1% | 9,728 | 0.0% | 0.09% | +2.3% |
| Q1 2023 | $2,290 | +6.7% | 9,728 | 0.0% | 0.09% | 0.0% |
| Q4 2022 | $2,147 | -99.9% | 9,728 | 0.0% | 0.09% | -11.1% |
| Q3 2022 | $2,014,000 | -3.6% | 9,728 | +1.2% | 0.10% | +4.2% |
| Q2 2022 | $2,089,000 | -17.1% | 9,609 | 0.0% | 0.10% | -12.0% |
| Q1 2022 | $2,521,000 | -5.4% | 9,609 | 0.0% | 0.11% | -6.9% |
| Q4 2021 | $2,666,000 | +8.9% | 9,609 | 0.0% | 0.12% | 0.0% |
| Q3 2021 | $2,449,000 | -0.4% | 9,609 | 0.0% | 0.12% | -1.7% |
| Q2 2021 | $2,459,000 | +7.9% | 9,609 | 0.0% | 0.12% | -2.5% |
| Q1 2021 | $2,280,000 | +6.1% | 9,609 | 0.0% | 0.12% | -7.6% |
| Q4 2020 | $2,148,000 | +14.2% | 9,609 | 0.0% | 0.13% | -8.4% |
| Q3 2020 | $1,881,000 | +8.7% | 9,609 | 0.0% | 0.14% | +0.7% |
| Q2 2020 | $1,730,000 | +21.4% | 9,609 | 0.0% | 0.14% | +6.0% |
| Q1 2020 | $1,425,000 | -21.3% | 9,609 | 0.0% | 0.13% | -3.6% |
| Q4 2019 | $1,811,000 | +8.4% | 9,609 | 0.0% | 0.14% | -2.1% |
| Q3 2019 | $1,670,000 | +0.8% | 9,609 | 0.0% | 0.14% | -6.0% |
| Q2 2019 | $1,656,000 | +3.4% | 9,609 | 0.0% | 0.15% | 0.0% |
| Q1 2019 | $1,602,000 | +13.5% | 9,609 | 0.0% | 0.15% | -1.3% |
| Q4 2018 | $1,412,000 | -14.7% | 9,609 | 0.0% | 0.15% | -13.1% |
| Q3 2018 | $1,656,000 | +6.2% | 9,609 | 0.0% | 0.18% | 0.0% |
| Q2 2018 | $1,559,000 | +3.8% | 9,609 | 0.0% | 0.18% | +1.1% |
| Q1 2018 | $1,502,000 | -1.2% | 9,609 | 0.0% | 0.17% | -0.6% |
| Q4 2017 | $1,520,000 | +6.0% | 9,609 | 0.0% | 0.18% | +0.6% |
| Q3 2017 | $1,434,000 | +3.6% | 9,609 | 0.0% | 0.17% | -0.6% |
| Q2 2017 | $1,384,000 | +3.0% | 9,609 | 0.0% | 0.18% | -0.6% |
| Q1 2017 | $1,344,000 | +5.2% | 9,609 | 0.0% | 0.18% | -16.2% |
| Q4 2016 | $1,278,000 | +3.7% | 9,609 | 0.0% | 0.21% | -5.4% |
| Q3 2016 | $1,232,000 | +3.4% | 9,609 | 0.0% | 0.22% | +8.8% |
| Q2 2016 | $1,192,000 | +2.7% | 9,609 | 0.0% | 0.20% | -10.1% |
| Q1 2016 | $1,161,000 | +0.4% | 9,609 | 0.0% | 0.23% | -6.6% |
| Q4 2015 | $1,156,000 | +5.7% | 9,609 | 0.0% | 0.24% | 0.0% |
| Q3 2015 | $1,094,000 | -8.1% | 9,609 | 0.0% | 0.24% | +3.0% |
| Q2 2015 | $1,191,000 | +0.1% | 9,609 | 0.0% | 0.24% | +5.4% |
| Q1 2015 | $1,190,000 | +1.3% | 9,609 | 0.0% | 0.22% | -27.3% |
| Q4 2014 | $1,175,000 | – | 9,609 | – | 0.31% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 207,633 | $49,259,000 | 18.69% |
| AlphaCore Capital LLC | 111,735 | $26,507,000 | 17.72% |
| Family Firm, Inc. | 233,668 | $55,433,000 | 16.00% |
| Financial Services Advisory Inc | 133,361 | $31,637,000 | 14.37% |
| SCS Capital Management LLC | 2,939,096 | $697,242,000 | 13.21% |
| Geller Advisors LLC | 224,423 | $53,240,000 | 12.55% |
| Evensky & Katz LLC | 478,115 | $113,423,000 | 12.54% |
| PITCAIRN CO | 722,782 | $171,465,000 | 12.17% |
| Wind River Trust Co | 141,575 | $33,586,000 | 12.08% |
| HANTZ FINANCIAL SERVICES, INC. | 128,701 | $30,532,000 | 10.12% |